Works with external clients to resolve complex day to day issues and direct them to appropriate resources. Serves as the technical expert for complex transactions. Under moderate direction, onboards clients, opens and closes accounts. Analyzes, reconciles and reviews incoming or outgoing data for accurate transition to platform. Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed. Applies problem solving skills, experience and judgement to analyze information. Uses communication skills to deliver high quality service to a specialized client base. Tracks information related to general client issues and needs to support business development efforts.Provides clients information related to BNY Mellon products and services representing multiple lines of business and geographies and directs them to the appropriate resources as needed; leverages a good understanding of broader BNY Mellon services and offerings.Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations. Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events. Closes of accounts by first checking for any pending activity or balances remaining in the account.Works directly with clients to access documentation requirements and reference data, and may be responsible for onsite client support and training to assist with documentation, quality review and submission of documents. Ensures application for is received and tax documentation is received from the investor.Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue/risk tracking, scheduling, effort estimation and tracking, and other project documentation preparation. Ensures client receives all necessary training or conducts the training himself/herself.Assists with coordinating firm-wide resources (product, technology, marketing, compliance, etc.) to ensure client needs are being addressed. Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements.No direct reports. Provides guidance to less experienced team members.Supports multiple, moderately complex accounts
Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 2-3 years of total work experience preferred. Experience in client services within financial services preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston Internal Jobcode: 80003 Job: Asset Management Organization: MELLON WITH TOH ADJ-HR13428 Requisition Number: 1906273
Internal Number: 5827989
About BNY Mellon Investment Management
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